WMWM
BTCW icon

Whitaker-Myers Wealth Managers’s WisdomTree Bitcoin Fund BTCW Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio BTCW Stock Details BTCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75M Buy
44,296
+5,600
+14% +$425K 0.46% 30
2026
Q1 		$2.77M Buy
38,696
+12,389
+47% +$1M 0.55% 24
2025
Q4 		$2.44M Buy
26,307
+8,217
+45% +$871K 0.51% 28
2025
Q3 		$2.19M Buy
18,090
+2,386
+15% +$290K 0.48% 32
2025
Q2 		$1.79M Buy
15,704
+451
+3% +$47.1K 0.45% 24
2025
Q1 		$1.33M Buy
15,253
+12,900
+548% +$1.27M 0.37% 32
2024
Q4 		$232K Buy
+2,353
New +$207K 0.07% 109

Other funds holding BTCW

FLP
Financial Life Planners Tempe, Arizona $156M AUM 23.26% 1-Year Est. Return
PFO
Pioneer Family Office North Miami Beach, Florida $194M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Whitaker-Myers Wealth Managers's BTCW Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its WisdomTree Bitcoin Fund (BTCW) stake by 14% in Q2 2026, buying an estimated $425K and bringing the position to 44,296 shares worth $2.75M. The position accounts for 0.46% of the portfolio, ranked #30.

Whitaker-Myers Wealth Managers first reported a position in BTCW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.77M in Q1 2026. 8 funds tracked by Wall St. Rank hold BTCW as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 44,296 shares of WisdomTree Bitcoin Fund worth $2.75M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 5,600 WisdomTree Bitcoin Fund shares in Q2 2026, an estimated $425K.
  • WisdomTree Bitcoin Fund made up 0.46% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #30 holding.
  • Whitaker-Myers Wealth Managers first reported a position in WisdomTree Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Whitaker-Myers Wealth Managers's WisdomTree Bitcoin Fund position peaked at $2.77M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held WisdomTree Bitcoin Fund as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.